SITM

SITIME Corp

Nasdaq · Semiconductors & Related Devices · CIK 0001451809

$701.79 +0.69% $18.4B

Insider Selling Cluster (3 insiders)4 New Institutional Positions

Vol

Market Cap$18.4B

Cap SizeLarge Cap

Analyst ConsensusStrong Buy (88%)

Inst. Holders8 funds

Inst. Value$2.5B

Inst. Activity4 buys / 0 sells

Insider Activity0B / 13S

Insider Net $-$325.6M

Reddit Sentiment67° Warm

SEC Reports6

Exchange Nasdaq·Sector Semiconductors & Related Devices·CIK 0001451809·Prev Close $697.00

Recent Activity

May 19, 2026 SEC

SiTime is offering $1,100,000,000 in convertible senior notes due 2031, with an option for underwriters to purchase an a

424B5 — Impact 6/10

May 19, 2026 SEC

A single large 10% owner, MegaChips Corp, sold $311.8M worth of SITM shares (~1.5% of market cap, a significant amount)

CLUSTER — Impact 6/10

May 18, 2026 SEC

Multiple insiders sold $313M (1.5% of market cap) following an extremely strong Q1 earnings report (revenue +88%, non-GA

CLUSTER — Impact 5/10

May 14, 2026 Insider

MEGACHIPS CORP /FI sold 400,000 shares

10%+ Owner @ $779.50 ($311.8M)

May 14, 2026 Insider

Heckart Christine sold 9,305 shares

Director @ $0.00 ($0.00)

May 12, 2026 Insider

Takata Akira sold 1,500 shares

Director @ $860.86 ($1.3M)

Inst.

NORGES BANK — NEW

237,767 shares ($84.0M)

Inst.

BANK OF AMERICA CORP — ADD

98,267 shares ($34.7M)

Price Targets

$827.78 +18.0% upside Buy

Current $701.79 Low $750.00 Median $825.00 High $900.00 9 analysts

$750.00 $900.00

Analyst Ratings

Strong Buy88% buy · 16 analysts

4Strong Buy

10Buy

2Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 7, 2026	UBS	MAINTAIN	Buy → Buy
May 7, 2026	Barclays	UPGRADE	Equal-Weight → Overweight
May 7, 2026	Needham	MAINTAIN	Buy → Buy
Apr 16, 2026	Stifel	MAINTAIN	Buy → Buy
Feb 5, 2026	UBS	MAINTAIN	Buy → Buy

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$1.96 ▲ +66.7%	$1.92 — $2.09	318% YoY	9
Next Q	$2.14 ▲ +57.9%	$2.04 — $2.32	146% YoY	9
Current FY	$7.85 ▲ +51.3%	$7.47 — $8.32	145% YoY	9
Next FY	$10.66 ▲ +61.6%	$8.75 — $13.54	36% YoY	9

Latest Reports

BEARISH 424B5 6/10

SiTime is offering $1,100,000,000 in convertible senior notes due 2031, with an option for underwriters to purchase an a

May 19, 2026

BEARISH CLUSTER 6/10

A single large 10% owner, MegaChips Corp, sold $311.8M worth of SITM shares (~1.5% of market cap, a significant amount)

May 19, 2026

Top Institutional Holders

Fund	Value	Move
FMR LLC	$1.2B	—
VANGUARD GROUP INC	$997.9M	—
MORGAN STANLEY	$139.7M	DOUBLED
NORGES BANK	$84.0M	NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT	$77.4M	NEW

Recent Insider Trades

Date	Insider	Type	Value
May 14, 2026	MEGACHIPS CORP	SELL	$311.8M
May 14, 2026	Heckart Christine	G	$0.00
May 12, 2026	Takata Akira	SELL	$1.3M
Apr 17, 2026	Sevalia Piyush	SELL	$1.2M
Apr 10, 2026	Sevalia Piyush	SELL	$530.0K

Reddit Sentiment

67°

Warm

Bearish Neutral Bullish

2 mentions 2 bullish 0 bearish

8 institutional holders with $2.5B total value (7,167,958 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net buying activity: 4 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	FMR LLC	3,348,224	$1.2B	46.7%	—
2	VANGUARD GROUP INC	2,825,402	$997.9M	39.4%	—
3	MORGAN STANLEY	395,583	$139.7M	5.5%	DOUBLED +102.1%
4	NORGES BANK	237,767	$84.0M	3.3%	NEW
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	219,188	$77.4M	3.1%	NEW
6	BANK OF AMERICA CORP /DE/	98,267	$34.7M	1.4%	ADD +65.5%
7	WELLS FARGO & COMPANY/MN	33,887	$12.0M	0.5%	ADD +31.4%
8	RENAISSANCE TECHNOLOGIES LLC	9,640	$3.4M	0.1%	ADD +33.9%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
NORGES BANK	NEW	—	237,767	—	$84.0M	2025-Q4
BANK OF AMERICA CORP /DE/	ADD	59,381	98,267	+65.5%	$34.7M	2025-Q4
WELLS FARGO & COMPANY/MN	ADD	25,785	33,887	+31.4%	$12.0M	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	ADD	7,200	9,640	+33.9%	$3.4M	2025-Q4
MORGAN STANLEY	DOUBLED	236,930	478,953	+102.1%	$144.3M	2025-Q3
UBS Group AG	ADD	114,248	168,491	+47.5%	$50.8M	2025-Q3
RENAISSANCE TECHNOLOGIES LLC	NEW	—	7,200	—	$2.2M	2025-Q3
NORGES BANK	EXIT	16,460	0	-100.0%	$0.00	2025-Q3
MORGAN STANLEY	ADD	164,757	236,930	+43.8%	$50.5M	2025-Q2
BANK OF AMERICA CORP /DE/	TRIM	85,917	49,464	-42.4%	$10.5M	2025-Q2
NORGES BANK	NEW	—	16,460	—	$3.5M	2025-Q2
TWO SIGMA INVESTMENTS, LP	EXIT	6,745	0	-100.0%	$0.00	2025-Q2
CITADEL ADVISORS LLC	DOUBLED	33,953	131,276	+286.6%	$20.1M	2025-Q1
UBS Group AG	DOUBLED	36,129	95,582	+164.6%	$14.6M	2025-Q1
WELLS FARGO & COMPANY/MN	ADD	14,788	19,279	+30.4%	$2.9M	2025-Q1
TWO SIGMA INVESTMENTS, LP	NEAR_EXIT	27,502	6,745	-75.5%	$1.0M	2025-Q1
RENAISSANCE TECHNOLOGIES LLC	EXIT	11,400	0	-100.0%	$0.00	2025-Q1
NORGES BANK	EXIT	15,293	0	-100.0%	$0.00	2025-Q1
UBS Group AG	ADD	27,849	36,129	+29.7%	$7.8M	2024-Q4
CITADEL ADVISORS LLC	TRIM	46,832	33,953	-27.5%	$7.3M	2024-Q4
NORGES BANK	ADD	11,151	15,293	+37.1%	$3.3M	2024-Q4
WELLS FARGO & COMPANY/MN	ADD	11,784	14,788	+25.5%	$3.2M	2024-Q4
RENAISSANCE TECHNOLOGIES LLC	NEW	—	11,400	—	$2.4M	2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	165,820	—	$28.4M	2024-Q3

11 unique insiders with 13 transactions. Net insider value: -$325.6M ($0.00 bought, $325.6M sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
May 14, 2026	MEGACHIPS CORP /FI	10%+ Owner	SELL	400,000	$779.50	$311.8M
May 14, 2026	Heckart Christine	Director	G	9,305	$0.00	$0.00
May 12, 2026	Takata Akira	Director	SELL	1,500	$860.86	$1.3M
Apr 17, 2026	Sevalia Piyush B	See Remarks	SELL	2,419	$484.05	$1.2M
Apr 10, 2026	Sevalia Piyush B	See Remarks	SELL	1,247	$425.00	$530.0K
Mar 25, 2026	Sevalia Piyush B	See Remarks	SELL	1,249	$375.00	$468.4K
Mar 6, 2026	VASHIST RAJESH	Chief Executive Officer	G	48,000	$0.00	$0.00
Mar 2, 2026	Chitkara Raman	Director	SELL	1	$440.00	$440.00
Feb 24, 2026	Assaderaghi Fariborz	See Remarks	SELL	4,984	$406.45	$2.0M
Feb 24, 2026	Bonnot Lionel	See Remarks	SELL	3,933	$406.48	$1.6M
Feb 23, 2026	Bonnot Lionel	See Remarks	SELL	193	$411.35	$79.4K
Feb 20, 2026	Bonnot Lionel	See Remarks	F	3,869	$406.97	$1.6M
Feb 20, 2026	Sevalia Piyush B	See Remarks	F	3,758	$406.97	$1.5M
Feb 20, 2026	Ahamad Samsheer	See Remarks	F	2,214	$406.97	$901.0K
Feb 20, 2026	Pangrazio Vincent P	See Remarks	F	1,843	$406.97	$750.0K
Feb 20, 2026	Howe Elizabeth A.	EVP, Chief Financial Officer	F	1,928	$406.97	$784.6K
Feb 20, 2026	VASHIST RAJESH	Chief Executive Officer	F	14,340	$406.97	$5.8M
Feb 20, 2026	Assaderaghi Fariborz	See Remarks	F	3,759	$406.97	$1.5M
Feb 11, 2026	Assaderaghi Fariborz	See Remarks	SELL	2,112	$428.08	$904.1K
Feb 11, 2026	Ahamad Samsheer	See Remarks	SELL	9,100	$441.47	$4.0M
Feb 11, 2026	Ahamad Samsheer	See Remarks	G	900	$0.00	$0.00
Feb 10, 2026	VASHIST RAJESH	Chief Executive Officer	A	4,639	$0.00	$0.00
Feb 10, 2026	Assaderaghi Fariborz	See Remarks	A	1,801	$0.00	$0.00
Feb 10, 2026	Assaderaghi Fariborz	See Remarks	SELL	500	$416.06	$208.0K
Feb 10, 2026	Howe Elizabeth A.	EVP, Chief Financial Officer	A	1,806	$0.00	$0.00
Feb 10, 2026	Pangrazio Vincent P	See Remarks	A	1,733	$0.00	$0.00
Feb 10, 2026	Ahamad Samsheer	See Remarks	A	1,801	$0.00	$0.00
Feb 10, 2026	Sevalia Piyush B	See Remarks	A	1,801	$0.00	$0.00
Feb 10, 2026	Bonnot Lionel	See Remarks	A	1,801	$0.00	$0.00
Feb 6, 2026	Takata Akira	Director	SELL	3,500	$431.73	$1.5M

6 SEC filing reports analyzed. Sentiment: 0 bullish, 3 bearish, 0 mixed, 3 neutral. Avg impact: 4.8/10.

BEARISH 424B5 6/10

SiTime is offering $1,100,000,000 in convertible senior notes due 2031, with an option for underwrit

May 19, 2026

BEARISH CLUSTER 6/10

A single large 10% owner, MegaChips Corp, sold $311.8M worth of SITM shares (~1.5% of market cap, a

May 19, 2026

NEUTRAL CLUSTER 5/10

Multiple insiders sold $313M (1.5% of market cap) following an extremely strong Q1 earnings report (

May 18, 2026

BEARISH 144 6/10

MegaChips Corp, a 10% stockholder of SiTime, filed a Form 144 on May 14, 2026, indicating intent to

May 14, 2026

NEUTRAL 8-K 4/10

SiTime reported that the HSR Act waiting period for its $1.5B cash + 4.13M share acquisition of Rene

May 11, 2026

NEUTRAL DEFA14A 2/10

SITM filed a DEFA14A, which is a definitive additional materials filing related to its annual meetin

Apr 15, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (88% buy). Based on 16 analysts: 4 strong buy, 10 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$827.78 mean target +18.0% upside Buy (1.33)

$750.00 Low $900.00 High

Metric	Value
Current Price	$701.79
Target Low	$750.00
Target Mean	$827.78
Target Median	$825.00
Target High	$900.00
# Analysts	9
Recommendation	Buy (1.33)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$1.96	$1.92	$2.09	317.9%	+66.7%	2↑ 1↓	$0.1B	110.5%	9
Next Q 2026-09-30	$2.14	$2.04	$2.32	146.2%	+57.9%	4↑ 0↓	$0.2B	96.7%	9
Current FY 2026-12-31	$7.85	$7.47	$8.32	145.3%	+51.3%	4↑ 0↓	$0.6B	83.9%	9
Next FY 2027-12-31	$10.66	$8.75	$13.54	35.8%	+61.6%	4↑ 0↓	$0.8B	31.8%	9

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$1.964
7d ago	$1.164	+0.800
30d ago	$1.178	+0.786
60d ago	$1.178	+0.786
90d ago	$1.178	+0.786

5 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 7, 2026	UBS	MAINTAIN	Buy	Buy
May 7, 2026	Barclays	UPGRADE	Equal-Weight	Overweight
May 7, 2026	Needham	MAINTAIN	Buy	Buy
Apr 16, 2026	Stifel	MAINTAIN	Buy	Buy
Feb 5, 2026	UBS	MAINTAIN	Buy	Buy
Feb 5, 2026	Needham	MAINTAIN	Buy	Buy
Jan 26, 2026	UBS	MAINTAIN	Buy	Buy
Jan 16, 2026	Stifel	MAINTAIN	Buy	Buy
Jan 15, 2026	Barclays	UPGRADE	Underweight	Equal-Weight
Dec 15, 2025	Goldman Sachs	INITIATE	—	Buy

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Buy %
May 1, 2026	4	10	2	0	88%
Apr 1, 2026	4	10	2	0	88%
Mar 1, 2026	4	10	2	0	88%
Feb 1, 2026	4	9	2	1	81%
Jan 1, 2026	4	9	2	1	81%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°

Warm

Bearish Neutral Bullish

2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

Date	Mentions	Sentiment	Bullish	Bearish	Threads
May 5, 2026	1	60° Warm	1	0	1
May 5, 2026	1	60° Warm	1	0	1

Recent Reddit Threads

r/wallstreetbets Bullish 15d 21h ago

SITM - Bought the bottom, 600% gain, not selling

▲ 1 💬 1 ⚡ 0.5

May 20, 2026

short_volume

Short Volume: SITM — 87.0% short (0.9M / 1.1M)

Short: 919,453 | Exempt: 276 | TRF Vol: 1,057,360 | Short Ratio: 87.0% | Off-exchange volume (dark pool + OTC)

May 19, 2026

other

SiTime Corporation Announces Proposed Convertible Senior Notes Offering

<p align="justify">SANTA CLARA, Calif., May 19, 2026 (GLOBE NEWSWIRE) -- SiTime Corporation (“SiTime”) (NASDAQ: SITM), the Precision Timing company,

May 6, 2026

earnings

SiTime Reports First Quarter 2026 Financial Results

Q1 Net Revenue Increased 88% to $113.6 Million <pre>Q1 Net Revenue Increased 88% to $113.6 Million</pre>

May 6, 2026

earnings_calendar

SITM Q1 2026 Earnings After Market Close — 2026-05-06

Apr 14, 2026

short_interest

FTD: SITM — 1,838 shares ($0.8M) failed to deliver

Settlement: 20260414, Price: $447.08, FTD Value: $821,733.04, SITIME CORP COM (DE)

Apr 9, 2026

earnings

SiTime Corporation to Announce First Quarter 2026 Financial Results on May 6, 2026

<p align="justify">SANTA CLARA, Calif., April 09, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=2r7JzhDCI0Rj1rF6Ft-CS

Feb 23, 2026

short_interest

FTD: SITM — 1,394 shares ($0.6M) failed to deliver

Settlement: 20260223, Price: $406.97, FTD Value: $567,316.18, SITIME CORP COM (DE)